Free Real Estate Agent Receipt Tracker (Canada) | Concept

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Free Receipt Tracker for Real Estate Agents

Tax time is easier when your receipts are already sorted. This free Excel tracker gives you 34 expense categories built for real estate agents in Canada. Log each receipt once. The tracker adds up your totals by category and by tax year, ready for your accountant.

Download the free tracker (Excel)

Excel file · Canada-wide · Free

Real Estate Agent Receipt TrackerExcelCategoriesReceipt LogSummaryCATEGORYWHAT GOES HEREWHAT TO KEEPAdvertising andmarketingSigns, flyers, listing photosand videos, staging, onlineads.Receipt.Brokerage and adminfeesDesk fees, monthlybrokerage fees, franchisefees, transaction fees.Brokeragestatement.Phone and internetCell phone plan, homeinternet.Monthly bill orstatement.Vehicle – fuelGas or charging.Receipt.Home office – rentRent for the home, if yourent.Lease or rentreceipts.5 of 34 categories shown
Receipt TrackerExcelCategoriesReceipt LogSummaryCATEGORYWHAT TO KEEPAdvertising andmarketingReceipt.Brokerage and adminfeesBrokeragestatement.Phone and internetMonthly bill orstatement.Vehicle – fuelReceipt.Home office – rentLease or rentreceipts.5 of 34 categories shown

What is inside

Everything you need to sort a year of receipts

  • 34 categories

    A list of 34 categories, with examples and what proof to keep for each one.

  • Receipt log

    A receipt log with drop-down categories.

  • Two-year summary

    A summary that adds up two tax years side by side.

  • Built-in checks

    Checks that catch missing dates, missing categories and receipts outside your tax years.

Questions

Common questions

Not sure how something should be claimed? Ask us.

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Is it free?

Yes.

Do I need Excel?

It works best in Excel. It opens in Google Sheets, but some features may not carry over.

I am not registered for GST/HST. What do I enter?

Put the full amount in Amount before tax and leave GST/HST blank.

Does it work for a corporation?

Yes. Set the tax year dates to your corporation’s fiscal year.

Does this replace an accountant?

No. It organizes your receipts. Your accountant decides how each amount is claimed.

Want us to handle the books for you?

In an intro meeting, Hashim looks at how you track your costs today and tells you what to do next.

See how we help agents and PRECs, or see all free tools.

General guide only. It is not tax advice for your situation.

Book an intro meeting